How to Install
Installation is very simple, it should take less than 5 minutes.
Step 1: Select the correct link based on where you'd like to install it.
Install AI Assistant in Production: - Click Here
Install AI Assistant in Sandbox - Click Here
Step 2: Select who you'd like to install it for, accept the disclaimer, and click install
Step 3: Wait for the Installation to complete (May take a few minutes).
Step 4: Once installation is completed, Click "Done"
Step 5: You should now see "SalesWings Assistant" In your Installed Packages.
How to Add the Assistant to your Lead/Contact/Account/Opportunity.
Each is added the same way, but for our example, we will be looking at an Account.
Step 1: Search for any account.
Step 2: In the top right-hand corner, click the Gear icon and select "Edit Page"
Step 3: In the tab on the left, scroll down until you see a group titled "Custom - Managed"
Step 4: Select "SalesWings AI Assistant" and drag it to the desired location.
Step 5: Save the page.
For how to use the Assistant, please Click here!
(Confirming if this is public)
Priority of where the AI gets the information:
For Account record
if the website is present, we select the domain
If not, we take the company name
For Contact record
If the contact is associated with an account the data is taken from the account and the Account rules above-mentioned apply
If not, and the contact has an email address, we extract the domain from the contact email address
If not, the contact cannot be used for having a conversation
For Lead record
If the lead has an email address, we extract the domain from the email
If not, and the lead has a company field filled out, we use the company field value
If not, the lead cannot be used for having a conversation
For Opportunity record
If the opportunity is associated with an account (which should always be the case) the data is taken from the account and the Account rules above-mentioned apply
If not, the opportunity cannot be used for having a conversation
For all other questions, please don't hesitate to reach out by using our Chat in the bottom Right-hand corner or by booking a call with your Customer Success Manager!